Simplex Trading
MDYV icon

Simplex Trading’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Simplex Trading’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-45
Closed -$3K – 9309
2025
Q1 		$3K Buy
+45
New +$3.62K ﹤0.01% 7837
2022
Q1 		– Sell
-307
Closed -$21K – 11010
2021
Q4 		$21K Buy
307
+257
+514% +$18K ﹤0.01% 8312
2021
Q3 		$3K Hold
50
– – ﹤0.01% 9438
2021
Q2 		$3K Buy
+50
New +$3.43K ﹤0.01% 9625

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplex Trading's MDYV Position: Q2 2025 in Review

Simplex Trading sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 45 shares — an estimated $3K sold.

Simplex Trading first reported a position in MDYV in Q2 2021 and held it in 4 quarters. The position peaked at $21K in Q4 2021. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Simplex Trading reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 45 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $3K.
  • Simplex Trading first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2021 and held it in 4 quarters.
  • Simplex Trading's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $21K in Q4 2021.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.